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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $400,148 | $175,257+128.3% | $149,717+167.3% | $139,456+186.9% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 16.90% | 166.70%-149.8pp | 134.41%-117.5pp | 373.45%-356.6pp |
| Employer contribution / active EE | $1,912 | $5,477-65.1% | $4,820-60.3% | $4,753-59.8% |
| Participant deferral / active EE | $5,010 | $6,521-23.2% | $5,682-11.8% | $6,711-25.4% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |